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Schechter Investment Advisors’s Yum! Brands YUM Stock Holding History

Schechter Investment Advisors’s Portfolio YUM Stock Details YUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$393K Sell
2,500
-302
-11% -$43.5K 0.03% 419
2024
Q4 		$376K Sell
2,802
-33
-1% -$4.46K 0.03% 443
2024
Q3 		$396K Sell
2,835
-93
-3% -$12.4K 0.03% 439
2024
Q2 		$388K Buy
2,928
+62
+2% +$8.53K 0.03% 427
2024
Q1 		$397K Buy
2,866
+5
+0.2% +$668 0.03% 433
2023
Q4 		$374K Buy
2,861
+38
+1% +$4.74K 0.03% 412
2023
Q3 		$353K Sell
2,823
-62
-2% -$8.16K 0.03% 416
2023
Q2 		$400K Buy
2,885
+57
+2% +$7.73K 0.04% 426
2023
Q1 		$374K Buy
2,828
+235
+9% +$30.2K 0.03% 474
2022
Q4 		$332K Sell
2,593
-143
-5% -$17.3K 0.03% 604
2022
Q3 		$291K Buy
2,736
+96
+4% +$11.1K 0.03% 716
2022
Q2 		$300K Buy
2,640
+492
+23% +$57.2K 0.03% 712
2022
Q1 		$255K Buy
2,148
+489
+29% +$60.3K 0.02% 763
2021
Q4 		$231K Buy
+1,659
New +$212K 0.02% 763

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Schechter Investment Advisors's YUM Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Yum! Brands (YUM) stake by 11% in Q1 2025, selling an estimated $43.5K and leaving 2,500 shares worth $393K. The position accounts for 0.03% of the portfolio, ranked #419.

Schechter Investment Advisors first reported a position in YUM in Q4 2021 and has held it in 14 quarters since. The position peaked at $400K in Q2 2023. 1,345 funds tracked by Wall St. Rank hold YUM as of Q1 2025.

  • Schechter Investment Advisors held 2,500 shares of Yum! Brands worth $393K as of Q1 2025.
  • Schechter Investment Advisors sold 302 Yum! Brands shares in Q1 2025, an estimated $43.5K.
  • Yum! Brands made up 0.03% of Schechter Investment Advisors's portfolio in Q1 2025, its #419 holding.
  • Schechter Investment Advisors first reported a position in Yum! Brands in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Yum! Brands position peaked at $400K in Q2 2023.
  • 1,345 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.